DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 224 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,471,699 | -7.6% | 49,139 | -4.4% | 0.04% | -7.1% |
| Q2 2023 | $1,592,143 | +6.3% | 51,376 | -1.3% | 0.04% | 0.0% |
| Q1 2023 | $1,498,213 | +95327.6% | 52,076 | -10.4% | 0.04% | -6.7% |
| Q4 2022 | $1,570 | -100.0% | 58,092 | -68.0% | 0.04% | -68.1% |
| Q3 2022 | $4,562,000 | -8.8% | 181,406 | -4.2% | 0.14% | 0.0% |
| Q2 2022 | $5,003,000 | -14.9% | 189,295 | +1.4% | 0.14% | -1.4% |
| Q1 2022 | $5,882,000 | +10.1% | 186,625 | +15.3% | 0.14% | +12.6% |
| Q4 2021 | $5,340,000 | +9.2% | 161,812 | -0.3% | 0.13% | +0.8% |
| Q3 2021 | $4,892,000 | +1.2% | 162,298 | +1.4% | 0.13% | 0.0% |
| Q2 2021 | $4,836,000 | +32.2% | 160,054 | +23.3% | 0.13% | +24.8% |
| Q1 2021 | $3,659,000 | – | 129,843 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Retirement Solution Inc. | 3,423,918 | $90,494,000 | 49.10% |
| Aquire Wealth Advisors, LLC | 1,423,581 | $37,625,000 | 21.96% |
| Meridian Wealth Partners, LLC | 2,556,761 | $67,575,000 | 16.04% |
| Ullmann Wealth Partners Group, LLC | 2,086,827 | $55,155,000 | 14.94% |
| Spinnaker Investment Group, LLC | 850,480 | $22,478,000 | 9.16% |
| FirstPurpose Wealth LLC | 501,392 | $13,252,000 | 8.91% |
| Northland Capital Management LLC | 321,540 | $8,498,000 | 7.81% |
| AWM CAPITAL, LLC | 580,671 | $15,347,000 | 7.52% |
| Highland Financial Advisors, LLC | 364,799 | $9,642,000 | 6.61% |
| Morling Financial Advisors, LLC | 174,561 | $4,614,000 | 6.02% |